Fermata Advisors, LLC Wisdomtree Tr Efficient Gold P Transaction History
Fermata Advisors, LLC
- $335 Million
- Q2 2025
A detailed history of Fermata Advisors, LLC transactions in Wisdomtree Tr Efficient Gold P stock. As of the latest transaction made, Fermata Advisors, LLC holds 34,357 shares of GDE stock, worth $1.72 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
34,357
Previous 18,355
87.18%
Holding current value
$1.72 Million
Previous $735,000
120.41%
% of portfolio
0.48%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding GDE
# of Institutions
28Shares Held
5.15MCall Options Held
0Put Options Held
0-
Mainstay Capital Management LLC3.39MShares$170 Million8.05% of portfolio
-
Alpine Bank Wealth Management Grand Junction, CO667KShares$33.5 Million4.75% of portfolio
-
Churchill Management Corp218KShares$11 Million0.11% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA164KShares$8.24 Million0.19% of portfolio
-
Stapp Wealth Management, Pllc Olympia, WA137KShares$6.9 Million16.71% of portfolio